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Brittney Castro: Social Media and Brand Marketing for Financial Advisors

Brittney Castro: Social Media and Brand Marketing for Financial Advisors

In this episode, Jamie and Ana talk with Brittney Castro, Founder and CEO of...

Jamie Hopkins December 14, 2021
Emily Binder: The Many Facets of Digital Marketing

Emily Binder: The Many Facets of Digital Marketing

Content creation is a never-ending task for marketers. And with today’s ever-changing digital landscape,...

Jamie Hopkins December 13, 2021
Inga Timmerman: The Role of Financial Planning in Choosing a Career

Inga Timmerman: The Role of Financial Planning in Choosing a Career

Choosing a career is one of the most important decisions you can make. With...

Jamie Hopkins December 6, 2021
Michael Lane: The Road to Success in Financial Services

Michael Lane: The Road to Success in Financial Services

This week, Ana Trujillo Limon and Jamie Hopkins talk with Michael Lane, Head of...

Jamie Hopkins November 29, 2021
Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact

Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact

This week, Jamie Hopkins and Ana Trujillo Limon talk with Adrian Grenier and Zack...

Jamie Hopkins November 22, 2021
Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion

Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion

In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President...

Jamie Hopkins November 15, 2021
Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities

Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities

In today’s episode of Framework, Ana talks with Dr. Ajamu Loving, Assistant Professor of...

Jamie Hopkins November 8, 2021
Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts

Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts

After months of negotiations, the Biden administration and Democrats in Congress are nearing a...

Jamie Hopkins November 2, 2021
Dana Wilson: Encouraging Intentional Visibility in Finance

Dana Wilson: Encouraging Intentional Visibility in Finance

In today’s episode of Framework, Jamie and Ana talk to Dana Wilson, CEO and...

Jamie Hopkins November 1, 2021

Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.

Jamie Hopkins October 29, 2021
Dr. Jen Welter: Leveling the Playing Field for Women

Dr. Jen Welter: Leveling the Playing Field for Women

In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk...

Jamie Hopkins October 25, 2021
Luis Rosa: Addressing Disparities and Inequities in Finance

Luis Rosa: Addressing Disparities and Inequities in Finance

In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis...

Jamie Hopkins October 18, 2021
Andrew Komarow: Financial Independence for Neurodiverse People

Andrew Komarow: Financial Independence for Neurodiverse People

On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew...

Jamie Hopkins October 11, 2021
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up

Arlene Moss: Work-Life Balance, Compliance, and Scaling Up

On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at...

Jamie Hopkins October 4, 2021
Renee Baker: Amplifying the Voices of Diversity in Financial Services

Renee Baker: Amplifying the Voices of Diversity in Financial Services

On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor...

Jamie Hopkins September 27, 2021
Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

Jamie Hopkins September 21, 2021
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Are You Secure in Your RMDs?

Whether you’re inheriting or leaving a retirement account, the SECURE Act impacts you.
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